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Held at Tulsa Community College — Southeast Campus | Tulsa, OK | September 2023

Feel Confident & In Control With

A COMPREHENSIVE RETIREMENT PLANNING EVENT

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Seating is limited. Register today!

WHAT IS THIS PRESENTATION?

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance presentation for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

 

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Location:

Held At Tulsa Community College — Southeast Campus
10300 E 81st St, Tulsa, OK 74133

*The class will be held in Building 3 (Communications & Liberal Arts Building), Room 3213.

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Schedule:

This seminar meets once for a two-hour session.

– Tuesday, September 19 from 6:30 PM – 8:30 PM
– OR –
– Thursday, September 21 from 6:30 PM – 8:30 PM

Registration Fee: $25 $0*

Includes all materials and fees.
*Registration fee discounted for those who sign up in advance.

 
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About Your Presenter

Chuck Bigbie, CLU, ChFC, CFP®

Woodland Wealth Management

As a Wealth Manager, Chuck takes the time to examine each client’s individual values, interests, relationships and goals. With a passion for educating, Chuck also offers informational seminars and classes regarding retirement for his clients.

Chuck began his career in 1983 as a retirement representative with a large insurance company. He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations.

With a focus on meeting each client’s goals, Chuck is qualified to lead his clients on their Wealth Management journey.

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About Retire For L.I.F.E.

The goal of this presentation is to take the complexity out of retirement income planning and to help provide strategies for a confident retirement. Our mission is to empower Baby Boomers to prepare for a stable and predictable retirement income.

Who Should Attend?

  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes and proposed tax laws

What You'll Learn

  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Common reasons retirees run out of money

Why Now?

  • There’s no better time to create strategies in which you can be confident
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed for a retiring generation

Your Registration Includes

  • Actionable strategies for your retirement plan
  • In-session workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide

Enroll Now

Select your dates and register below for our upcoming Baby Boomer Retirement Presentation at Tulsa Community College — Southeast Campus in Tulsa, OK.

Registration Fee: $25 $0*
Includes all materials and fees
*Registration fee discounted for those who sign up in advance.

This seminar meets once for a two-hour session. 

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for event confirmation purposes.

© 2023 Retire For L.I.F.E. – All Rights Reserved

Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management,Inc. a Registered Investment Advisor.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please direct your clients to a local Social Security Administration office, or visit www.ssa.gov.

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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.

Licensed Insurance Professional. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.

© 2023 Retire For L.I.F.E. – All Rights Reserved